Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake

PConline太平洋...2025-09-02

IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。...

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天空使者
2025-09-02
天空使者
cfo可以开掉了天天在外面发利空消息

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天天在外面发利空消息","listText":"cfo可以开掉了 天天在外面发利空消息","text":"cfo可以开掉了 天天在外面发利空消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474134253895816","repostId":2564824965,"repostType":2,"repost":{"id":"2564824965","kind":"news","pubTimestamp":1756780271,"share":"https://www.laohu8.com/m/news/2564824965?lang=zh_CN&edition=full","pubTime":"2025-09-02 10:31","market":"us","language":"zh","title":"Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake","url":"https://stock-news.laohu8.com/highlight/detail?id=2564824965","media":"PConline太平洋...","summary":"虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","content":"<html><body><article><p>IntelCFODavidZinsner在<a href=\"https://laohu8.com/S/DB\">德意志银行</a>2025年技术大会上公开承认今年的ArrowLake是失败的。</p><p>DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”</p><img src=\"https://inews.gtimg.com/om_bt/OIqTneFMMW64wflCWnMhnt1tcK7wfX1CbQkQnQ4XL9xucAA/0\"/><p>虽然DavidZinsner并没有点出<a href=\"https://laohu8.com/S/AMD\">AMD</a>，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。</p><img src=\"https://inews.gtimg.com/om_bt/ODSB1rLVAvFS7kJDwMeLMnGCzXp-7yURDiqC6XBu1NwxoAA/0\"/><p>在ArrowLake上市初期，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>试图通过软件来改变其糟糕的性能表现，但收效甚微，在AMDRyzen9000X3D系列处理器面前毫无招架之力。</p><p>似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","BK4141":"半导体产品","BK4535":"淡马锡持仓","BK4612":"AI芯片","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4512":"苹果概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis 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Ltd","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564824965","content_text":"IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。在ArrowLake上市初期，英特尔试图通过软件来改变其糟糕的性能表现，但收效甚微，在AMDRyzen9000X3D系列处理器面前毫无招架之力。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":0.9,"D":0.9,"TC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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